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The Complex sales cycle for SaaS
How to create influencers and advocates network
2
CIO
Security
Architect
CISO
Network
Operations
Manager
Question 1: The complex and large organization sales challenge
“There are usually 3 or 4 decision makers involved in the purchase of a managed service, not including the financial
and legal functions. These people can be CIO, CISO, Network manager, Operations managers, Security architect,
Procurement and finance. We should really have worked out the titles of the people in our existing customers who were the
decision makers / influencers so we sought out the right people!”
How would you find all of these people, how would you start communicating with them?
How would you continue communicating with them?
How would you meet them?
How would you then carry on the relationship until there were in a position to buy from us?
How and what would be the best channels market to them?
Why would it work?
What would 100 days marketing consultancy plan look like?
3
Think of each large complex sale as a royal family
tree. Some are influencers to the sales cycle,
while others are advocates.
Identifying who is who is vital a long sales cycle,
where members of both your company and you
clients can leave their role, leaving your sales
efforts at a dead end.
4
Coming together is a beginning;
keeping together is progress; working
together is success.
— Henry Ford
5
Complex Sale is discovering and nurturing
relationships and regularly updating
an organisation chart
Crucial throughout the sales process is the need to determine and validate frequently who will
make the buying decision. By mapping and updating the client decision process, sales and
marketing can clarify client decision-making roles and assure focused selling time on the right
person at the right time.
6
– Build connections, individual testimonials
Linkedin
– Define and populate marketing actions field
Salesforce
Welcome pack - Thank you for choosing us - (6mths - year)
New business
ORG Chart
A knowledge resource based on the structure of each
company and key individuals within it.
Influencer Advocate
Decision
Maker
Customer life cycle database
Question 1
7
Customer life cycle database
Customer life cycle sales - Titles and Names database of contacts we have;
– NO/Limited interaction with but would like an intro
– ALREADY interaction with
– NEED to engage with to make the purchasing decision
– WILL NEED engage with to complete the purchase
– SHOULD INFLUENCE to create further buying opportunities
Customer life cycle support /maintenance - Titles and Names database of contacts we;
– have NO/Limited interaction with but would like an intro
– have regular interaction with
– NEED to engage with to make the IT servicing decisions
– WILL NEED liaise with to complete the service
– SHOULD INFLUENCE to create further operational opportunities
8
Use Linkedin to update your database of Movers & shakers
9
Example Banking Team
Question 1
Jane Doe
CEO & Founder
Motivation
95%
Inspiration
90%
Positive Mindset
75%
John Doe
CEO & Founder
Motivation
95%
Inspiration
90%
Positive Mindset
75%
Jane Doe
CEO & Founder
Motivation
95%
Inspiration
90%
Positive Mindset
75%
John Doe
CEO & Founder
Motivation
95%
Inspiration
90%
Positive Mindset
75%
10
About John Doe
Decision maker
Industry: Banking
6 Security Pain Points
90
%
Number One
30
%
Number Two
70
%
Number Three
50
%
Number Four
80
%
Number Five
11
12
01 DECISION MAKERS
02 ADVOCATES
03 INFLUENCERS
Round tables, PR,
Premier league tickets, thought leader content,
Industry influencer comment
Decision Makers
Round table, whitepapers,
Landing pages, videos, peer to peer groups
Advocates
Email campaigns. videos,
PPC, Social Media, digital updates
Influencers
MARKETING & CONTENT STRATEGY
Question 1
13
INDENTIFY
QUALIFY
KPI’S
SALESFORCE & HUBSPOT
Every interaction counts
Question 1
Thought
leader content
14
On-boarding
Question 1
15
SALES PIPELINE SIZE
NEW
MARKETS
BANKING INSURANCE
PUBLIC
SECTOR
0701 02 03 04 05 06
based on;
1. SALES – IT Managed Service Contracts,
2. POTENTIAL SALES, PROSPECTS,
3. SIZE/GLOBAL REACH, AQUISTIONS/MERGERS
4. INFLUENCERS /RECOMMEDATIONS
Top 10 clients
Question 1
16
Regulations
&
Compliance
INNOVATION
CUSTOMER
DATA
ENDPOINTS CLOUD NETWORK
DECISION
MAKER
BANKING
01 02 03 04 05 06
Map out the security pressures by Industry
6 key security pain points – roles, challenges they want to over come, industry regulations,
Identify who heads up the functions or divisions
Target messaging and campaign relevant marketing channels and touch points
Top 6 Pain Points
Question 1
17
01 Compliance
This is our agreed sales and
marketing messaging and
keywords for each channel
02 Digital technologies
This is our agreed sales and
marketing messaging and
keywords for each channel
04 Cloud
This is our agreed sales and
marketing messaging and
keywords for each channel
05 Customer data
This is our agreed sales and
marketing messaging and
keywords for each channel
03 Innovation
This is our agreed sales and
marketing messaging and
keywords for each channel
06 Training
This is our agreed sales and
marketing messaging and
keywords for each channel
DECISION
MAKER
2
1
6
5 3
4
Top 6 Pain Points
Question 1
18
6 Company Persona
Messaging and keywords should be aligned to;
Managed service
Consultancy
Training
2 Factor Risk authentication (Cloud)
• What are their main concerns?
• Main drivers for communicating with us?
• Frequently asked questions
• Who they are? (Blueprint role mapping)
• What makes them tick?
• What content do they consume?
• Where do they eat/Socialise/ Sports interests
19
100 days
Marketing touch pionts for SaaS organizations
20
What specific marketing results do you want most to be delivered in
100 days?
Determine and set expectations:
Focussing on top priorities aligned to overall annual goals.
Meet with, and get to know the team, partners and customers.
Look for trends in data: Salesforce & Hubspot
Understand the market place, clients, partners, competitors
Setting up industry updates and alerts,
Media analysts, editors, influencers
Define marketing plan.
Determine KPI’s
Monitor response and trends: Salesforce, Hubspot
Question?
Objectives Plan
Strategy
100 days
21
+ new and existing opportunities = sales leads and prospects
XXX%
PPC
Thought
leadership
Events Digital SEO Direct
Feb 500 5 0 5 12 12
March 500 2 0 10 24 8
April 400 4 0 20 36 10
May 300 12 4 30 48 12
100 Days overview
22
25% 50% 100% 25% 75% 35%
100 Days overview
What specific marketing results do you want most to be delivered in
100 days?
Determine and set expectations:
Focussing on top priorities aligned to overall annual goals.
Meet with, and get to know the team, partners and customers.
Look for trends in data: Salesforce & Hubspot
Understand the market place, clients, partners, competitors
Setting up industry updates and alerts,
Media analysts, editors, influencers
Define marketing plan.
Determine KPI’s
Monitor response and trends: Salesforce, Hubspot
Question?
23
• MDF funding opportunities partnership campaigns
• Bi weekly marketing updates – Account managers look after what accounts
PARTNER MARKETING TEAM
• Case studies
• Co-branded technology overview documents
• Training webinars – YouTube tutorials – Product updates
CO BRANDED MARKETING
• Expert views series; Co-content creation
• Engage content to the partner channel social network
,
THOUGHT LEADER CONTENT
• CO PARTNERSHIP EVENTS
• Industry workshops
• Training and education days
TARGETED EVENTS
Technology Partnership Plan
24
TARGET
GOALS
OUTCOMES
MARCH
TARGET
GOALS
OUTCOMES
APRIL
TARGET
GOALS
OUTCOMES
MAY
Marketing Plan – Budget, Implementation, Channels, KPI’s
Question 4
25
INDUSTRY WHO WHAT WE DID HOW WE DID IT OUTCOME
Co-partnership consultancy & solution document
26
Industry Experts & Peer to Peer Networks
27
I’m happy to answer any questions regards to this presentation
marie.johnson@swoonit.com

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Complex sales cycles for SaaS

  • 1. 1 The Complex sales cycle for SaaS How to create influencers and advocates network
  • 2. 2 CIO Security Architect CISO Network Operations Manager Question 1: The complex and large organization sales challenge “There are usually 3 or 4 decision makers involved in the purchase of a managed service, not including the financial and legal functions. These people can be CIO, CISO, Network manager, Operations managers, Security architect, Procurement and finance. We should really have worked out the titles of the people in our existing customers who were the decision makers / influencers so we sought out the right people!” How would you find all of these people, how would you start communicating with them? How would you continue communicating with them? How would you meet them? How would you then carry on the relationship until there were in a position to buy from us? How and what would be the best channels market to them? Why would it work? What would 100 days marketing consultancy plan look like?
  • 3. 3 Think of each large complex sale as a royal family tree. Some are influencers to the sales cycle, while others are advocates. Identifying who is who is vital a long sales cycle, where members of both your company and you clients can leave their role, leaving your sales efforts at a dead end.
  • 4. 4 Coming together is a beginning; keeping together is progress; working together is success. — Henry Ford
  • 5. 5 Complex Sale is discovering and nurturing relationships and regularly updating an organisation chart Crucial throughout the sales process is the need to determine and validate frequently who will make the buying decision. By mapping and updating the client decision process, sales and marketing can clarify client decision-making roles and assure focused selling time on the right person at the right time.
  • 6. 6 – Build connections, individual testimonials Linkedin – Define and populate marketing actions field Salesforce Welcome pack - Thank you for choosing us - (6mths - year) New business ORG Chart A knowledge resource based on the structure of each company and key individuals within it. Influencer Advocate Decision Maker Customer life cycle database Question 1
  • 7. 7 Customer life cycle database Customer life cycle sales - Titles and Names database of contacts we have; – NO/Limited interaction with but would like an intro – ALREADY interaction with – NEED to engage with to make the purchasing decision – WILL NEED engage with to complete the purchase – SHOULD INFLUENCE to create further buying opportunities Customer life cycle support /maintenance - Titles and Names database of contacts we; – have NO/Limited interaction with but would like an intro – have regular interaction with – NEED to engage with to make the IT servicing decisions – WILL NEED liaise with to complete the service – SHOULD INFLUENCE to create further operational opportunities
  • 8. 8 Use Linkedin to update your database of Movers & shakers
  • 9. 9 Example Banking Team Question 1 Jane Doe CEO & Founder Motivation 95% Inspiration 90% Positive Mindset 75% John Doe CEO & Founder Motivation 95% Inspiration 90% Positive Mindset 75% Jane Doe CEO & Founder Motivation 95% Inspiration 90% Positive Mindset 75% John Doe CEO & Founder Motivation 95% Inspiration 90% Positive Mindset 75%
  • 10. 10 About John Doe Decision maker Industry: Banking 6 Security Pain Points 90 % Number One 30 % Number Two 70 % Number Three 50 % Number Four 80 % Number Five
  • 11. 11
  • 12. 12 01 DECISION MAKERS 02 ADVOCATES 03 INFLUENCERS Round tables, PR, Premier league tickets, thought leader content, Industry influencer comment Decision Makers Round table, whitepapers, Landing pages, videos, peer to peer groups Advocates Email campaigns. videos, PPC, Social Media, digital updates Influencers MARKETING & CONTENT STRATEGY Question 1
  • 13. 13 INDENTIFY QUALIFY KPI’S SALESFORCE & HUBSPOT Every interaction counts Question 1 Thought leader content
  • 15. 15 SALES PIPELINE SIZE NEW MARKETS BANKING INSURANCE PUBLIC SECTOR 0701 02 03 04 05 06 based on; 1. SALES – IT Managed Service Contracts, 2. POTENTIAL SALES, PROSPECTS, 3. SIZE/GLOBAL REACH, AQUISTIONS/MERGERS 4. INFLUENCERS /RECOMMEDATIONS Top 10 clients Question 1
  • 16. 16 Regulations & Compliance INNOVATION CUSTOMER DATA ENDPOINTS CLOUD NETWORK DECISION MAKER BANKING 01 02 03 04 05 06 Map out the security pressures by Industry 6 key security pain points – roles, challenges they want to over come, industry regulations, Identify who heads up the functions or divisions Target messaging and campaign relevant marketing channels and touch points Top 6 Pain Points Question 1
  • 17. 17 01 Compliance This is our agreed sales and marketing messaging and keywords for each channel 02 Digital technologies This is our agreed sales and marketing messaging and keywords for each channel 04 Cloud This is our agreed sales and marketing messaging and keywords for each channel 05 Customer data This is our agreed sales and marketing messaging and keywords for each channel 03 Innovation This is our agreed sales and marketing messaging and keywords for each channel 06 Training This is our agreed sales and marketing messaging and keywords for each channel DECISION MAKER 2 1 6 5 3 4 Top 6 Pain Points Question 1
  • 18. 18 6 Company Persona Messaging and keywords should be aligned to; Managed service Consultancy Training 2 Factor Risk authentication (Cloud) • What are their main concerns? • Main drivers for communicating with us? • Frequently asked questions • Who they are? (Blueprint role mapping) • What makes them tick? • What content do they consume? • Where do they eat/Socialise/ Sports interests
  • 19. 19 100 days Marketing touch pionts for SaaS organizations
  • 20. 20 What specific marketing results do you want most to be delivered in 100 days? Determine and set expectations: Focussing on top priorities aligned to overall annual goals. Meet with, and get to know the team, partners and customers. Look for trends in data: Salesforce & Hubspot Understand the market place, clients, partners, competitors Setting up industry updates and alerts, Media analysts, editors, influencers Define marketing plan. Determine KPI’s Monitor response and trends: Salesforce, Hubspot Question? Objectives Plan Strategy 100 days
  • 21. 21 + new and existing opportunities = sales leads and prospects XXX% PPC Thought leadership Events Digital SEO Direct Feb 500 5 0 5 12 12 March 500 2 0 10 24 8 April 400 4 0 20 36 10 May 300 12 4 30 48 12 100 Days overview
  • 22. 22 25% 50% 100% 25% 75% 35% 100 Days overview What specific marketing results do you want most to be delivered in 100 days? Determine and set expectations: Focussing on top priorities aligned to overall annual goals. Meet with, and get to know the team, partners and customers. Look for trends in data: Salesforce & Hubspot Understand the market place, clients, partners, competitors Setting up industry updates and alerts, Media analysts, editors, influencers Define marketing plan. Determine KPI’s Monitor response and trends: Salesforce, Hubspot Question?
  • 23. 23 • MDF funding opportunities partnership campaigns • Bi weekly marketing updates – Account managers look after what accounts PARTNER MARKETING TEAM • Case studies • Co-branded technology overview documents • Training webinars – YouTube tutorials – Product updates CO BRANDED MARKETING • Expert views series; Co-content creation • Engage content to the partner channel social network , THOUGHT LEADER CONTENT • CO PARTNERSHIP EVENTS • Industry workshops • Training and education days TARGETED EVENTS Technology Partnership Plan
  • 25. 25 INDUSTRY WHO WHAT WE DID HOW WE DID IT OUTCOME Co-partnership consultancy & solution document
  • 26. 26 Industry Experts & Peer to Peer Networks
  • 27. 27 I’m happy to answer any questions regards to this presentation marie.johnson@swoonit.com